Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss how some seniors who no longer itemize deductions after tax reform may be able to take advantage of qualified charitable distributions to lower their taxes.
You’ve worked your whole life building a business and the time has finally come: the time where you feel ready to enjoy the fruits of your labor and retire. But what happens to your business now? Do you want to pass it down to your children? Maybe you don’t have children. How can you exit…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how target-date funds may work for a younger investor who has no intention of allocating their 401(k) contributions, they don’t often work for someone approaching retirement. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments,…
To answer this question, you must decide how your money can work best for you. First, we always recommend you have an adequate emergency fund—this is money you put aside to cover your expenses in case you find yourself without an income stream (i.e., a job, scholarship) or to cover an unexpected large expense (i.e., car…
If you haven’t done so already, you’ll want to start pulling things together— that includes getting your hands on a copy of your 2017 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to prepare your tax return for you. Don’t…
You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018). For most taxpayers, the contribution deadline for 2018 is April 15, 2019 (April 17 for taxpayers who live in Maine or Massachusetts) You can contribute…
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k).
Henssler Associate Melanie Wells, CFP®, answers our “Money Talks” question of the week, “How can I reduce my spending?”
MARCH 2019. KENNESAW, Ga.— Henssler Financial has been named a Top Workplace Achiever by The Atlanta Journal Constitution in their 2019 Top Workplaces Awards. The Top Workplaces lists are based solely on the results of an employee feedback survey administered by Energage, a Philadelphia-based employee research and consulting firm. Roughly 255 metro Atlanta companies agreed…
MARCH 2019. KENNESAW, Ga.— Eight bright interns joined Henssler Financial for our Spring Internship program across four departments.